CoStar Group Reports Strong Q4 & FY2025 Results, Plans $700M Buyback, Affirms 2026 Outlook
CSGP is trading near its 52-week low of $43.8 (10% above the low).
Summary
CoStar Group announced robust Q4 and full-year 2025 financial results, including significant revenue and Adjusted EBITDA growth, and affirmed its positive 2026 financial outlook while planning a $700 million share repurchase.
Key Events · Earnings and Guidance · CSGP
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Strong Q4 & Full Year 2025 Results
Revenue increased 19% year-over-year to $3.2 billion for FY2025, with Q4 2025 revenue up 27% to $900 million. Adjusted EBITDA surged 83% for the full year to $442 million and 58% for Q4 to $177 million.
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Affirms Robust 2026 Outlook
The company reaffirmed its full-year 2026 guidance for revenue ($3.78B-$3.82B), Adjusted EBITDA ($740M-$800M), and Adjusted EPS ($1.22-$1.33), maintaining the positive outlook provided on January 7, 2026.
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Announces $700M Share Repurchase for 2026
CoStar Group plans to repurchase $700 million of common stock in 2026 under its existing $1.5 billion program, following the completion of a $500 million repurchase program in Q4 2025.
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Strategic Growth in Residential Segment
Homes.com Network became the second largest and fastest-growing residential portal in the U.S., with over 108 million average monthly unique visitors in 2025 and nearly $100 million in annual run rate revenue from agent subscribers.
Analysis · CSGP · Trade & Services
This 8-K details CoStar Group's strong financial performance for Q4 and the full year 2025, marked by double-digit revenue growth and a substantial increase in Adjusted EBITDA. The company's affirmation of its previously issued positive 2026 guidance, coupled with the announcement of a $700 million share repurchase plan for 2026 (following a $500 million completion in Q4 2025), signals confidence in future profitability and commitment to shareholder returns. The strategic progress of Homes.com and the launch of Homes AI further underscore the company's growth trajectory and competitive positioning.
At the time of this filing, CSGP was trading at $48.31 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $20.8B. The 52-week trading range was $43.80 to $97.43. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.